Billfold Budget Counseling (BBC) provides financial planning services to individuals, families, and charitable organizations. BBC does not offer investment management services. BBC offers project-based financial planning on topics like retirement, risk management, college savings, and estate planning. BBC also offers ongoing financial planning services for a fixed monthly fee, where a planner works with clients to develop and implement their plan.
Fee Structure
Billfold Budget Counseling offers ongoing financial planning for a fixed monthly fee of $200, paid in advance. This service includes working with a planner to develop and implement a financial plan, monitoring the plan, recommending changes, and ensuring the plan is up to date. The plan is reviewed annually.
Billfold Budget Counseling offers project-based financial planning services, including:
- Budget creation (non-investment advice): $1,000 - $1,500
- Financial Planning: $2,000 - $3,000
- Financial Coaching: $3,000 - $5,000
- Hourly Financial Planning: $250/hour
